San Jose, United States of America Hybrid

Raymond James is hiring a Senior Actuary - California

About the Role

Lead actuarial initiatives for pension and post-retirement medical plans, overseeing both technical analysis and team development. In this role, you will manage a group of actuaries, ensuring accurate and timely delivery of complex valuation work for single-employer and multiemployer plans.

Key Responsibilities

  • Supervise and mentor junior actuarial staff, fostering skill development and technical excellence
  • Lead client engagements, delivering precise valuations and tailored plan design alternatives
  • Prepare and communicate findings to stakeholders with clarity and strategic insight
  • Direct project workflows, balancing independent work with team coordination
  • Review deliverables for accuracy, compliance, and alignment with client objectives
  • Anticipate client challenges and develop practical, data-driven solutions
  • Support continuous improvement within the practice through innovation and process refinement

Qualifications

Candidates must hold a bachelor’s degree in Mathematics, Economics, Statistics, or a related business field, and have a minimum of 10 years of actuarial experience focused on pension plans. Professional credentials such as FSA, ASA, or EA are required. Experience with small plans or cash balance designs is advantageous. Membership in the American Academy of Actuaries is preferred.

Work Environment

This role operates in a hybrid model, with flexibility for remote work and expected in-office presence in either San Jose, CA or Seattle, WA. Approximately 20% travel may be required. The firm emphasizes a people-first culture grounded in integrity, long-term thinking, and collaborative problem-solving.

Core Values

  • Put clients first in every decision
  • Act with integrity and accountability
  • Value independence and prudent judgment
  • Commit to ongoing learning and improvement
  • Collaborate to achieve shared goals
  • Respect diverse perspectives and experiences

Compensation ranges from $100,000 to $130,000 annually. The organization is an equal opportunity employer, making hiring and advancement decisions based on merit and business requirements.

Required Skills
actuarial sciencepension plan actuarial experiencesingle employer pension plansmultiemployer pension plansregulatory requirementsstatistical analysisrisk modelingfinancial forecastingsoftware applicationsindustry trend analysisMathematicsEconomicsStatistics Actuarial AnalysisFinancial ProjectionsPension Plan Actuarial ExperienceRegulatory RequirementsStatistical ModelingRisk AssessmentData AnalysisFSA CertificationASA CertificationEA CertificationBusiness MathematicsEconomicsStatisticsSoftware ApplicationsIndustry Trends Analysis
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About company
Raymond James
Raymond James is a diversified financial services company providing wealth management, capital markets,asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.
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Posted a month ago